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What We Do

At PMC-LLC, we coach ethnically diverse Financial Advisors in the Wealth Management industry. Our coaches bring a unique cultural advantage to coaching. All of our coaches and consultants are culturally diverse and have an average of 20 years industry experience in their respective field of specialized expertise.

  • Group or 1:1 Comprehensive Practice Management Coaching & Training.

  • Subject Matter Experts in Leadership, Diversity & Inclusion, Communication and Practice Management.

  • Leverage technology and resources to deliver dynamic content.

  • Communication Training

  • Leadership Training

  • Sales Training

What We Offer

 
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Global Project Management Consulting

Global projects involve team members from various cultures and organizations, spread in locations across countries and time zones, and speaking different native languages.

 
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Conference Consulting Services

PMC-LLC provides consulting services for professional association conferences, training sessions, and workshops. We cover all aspects including logistics, management, and publications development.

 
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Coaching Financial Advisors

One-on-one coaching sessions have become part of many companies’ internal processes. Managers are realizing the power of these employee-focused sessions.

Coaching sessions are a great way to empower the advisor and encourage the advisor to take responsibility.